OBLIFUTUR

Medium and long-term bond fund managed by WAFA GESTION, benchmarked against MBI MT.

Classification
Medium and long-term bond
AuM
21.0 bn MAD
Holdings
36
Fund vs its benchmark

OBLIFUTUR vs MBI MT

Comparison at the same NAV date (weekly NAV convention for Moroccan funds).

PeriodFundBenchmarkSpread
2026 (YTD)+1.7%+1.3%+0.4 pts
1 year+2.6%+1.9%+0.7 pts
3 years+10.9%+12.0%−1.1 pts
5 years+14.4%+13.2%+1.2 pts

As of July 10, 2026, OBLIFUTUR posts +1.7% year to date, versus +1.3% for its benchmark MBI MT, an outperformance of 0.4 points. Over three years, the fund shows +10.9% versus +12.0% for the index. The fund represents 2.5% of the Moroccan fund market.

Performance

Net return of the fund

Based on the net asset value. As of July 10, 2026. Click a period to update the chart.

from Dec 26, 2025 to Jul 10, 2026
Net asset value trend
Composition

Where the fund is invested

Top positions as of December 31, 2025 (latest published inventory). The full 36-holding breakdown is for subscribers.

Top 5 holdings
Liquidité
36.5%
Liquidité
7.5%
Tresor FLTG 2Y - 2027
7.2%
BDT 2Y @2.65% - 2027
6.2%
BDT 2Y @2.65% - 2027
5.0%
Full inventory for subscribers
Top 5 sectors
Government
55.7%
Cash & Equivalents
44.1%
Financials
0.2%

GICS sector classification, computed on the fund's latest published inventory.

Fees

OBLIFUTUR fees

Management, subscription and redemption fees.

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For subscribers
See plans
Risk analysis

Volatility, Sharpe, drawdown

Risk metrics and tracking error vs the benchmark.

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For subscribers
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Ranking

OBLIFUTUR ranking

Fund's rank by performance: across the whole market, within its asset class, and among funds tracking the same benchmark.

Overall ranking
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Medium and long-term bond class ranking
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vs benchmark ranking
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For subscribers
See plans
Market share

OBLIFUTUR's weight

Fund assets relative to total market assets.

Total fund market
2.5%
i.e. 250 bps of the fund market
Medium and long-term bond class
5.9%
i.e. 589 bps of the medium and long-term bond class
Similar funds

Funds comparable to OBLIFUTUR

Other Moroccan funds to explore, with their asset manager and assets under management.

FAQ

Frequently asked questions about OBLIFUTUR

What is the benchmark index of OBLIFUTUR?
The benchmark index of OBLIFUTUR is the MBI MT.
What is the performance of OBLIFUTUR in 2026?
As of July 10, 2026, OBLIFUTUR is showing a +1.7% performance since the start of 2026.
Who manages OBLIFUTUR?
OBLIFUTUR is a fund in the Medium and long-term bond category, managed by WAFA GESTION.
What are the fees of OBLIFUTUR?
Management, subscription and redemption fees for OBLIFUTUR are detailed in the Yuna subscriber area.

Data updated automatically · last update: July 10, 2026

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Les données brutes proviennent des sources officielles de l'ASFIM et de l'AMMC. Tous les calculs, métriques et analyses sont réalisés par Yuna. Ces informations sont fournies à titre indicatif et ne sauraient engager la responsabilité de Yuna en cas d'erreur ou d'omission. Formules basées sur les standards CFA Institute.

Politique d'utilisation